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Registered advisor
C••• H• C••
Certified Financial Planner
Feed of 09/14/2026
Also filed as C••• Haeil Cha
At current firm
4 y
since Sep 16, 2022
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••• S••••• • C••• I••• national BD currentsince Sep 16, 2022 · Glen Allen, Va
- T• A••••••••• I••• formerAug 2, 2022 to Oct 14, 2022 · Glen Allen, Va
- T• A••••••••• I••••••••• M••••••••• L•• formerSep 6, 2017 to Jul 6, 2018 · Quincy, Ma
- T• A••••••••• I••• formerSep 6, 2017 to Jul 6, 2018 · Boston, Ma
- S•••••••• A••••••• L•• national BDJul 19, 2013 to Jul 26, 2017 · Alexandria, Va
Moves
a registration end followed by a registration begin elsewhere
- T• A••••••••• I••• to C•••••• S••••• • C••• I•••left Oct 14, 2022, registered Sep 16, 2022 (-28 days) · channel change inside one enterprise, not a move · moved with a team
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jul 6, 2018, registered Aug 2, 2022 (1488 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jul 6, 2018, registered Sep 6, 2017 (-303 days) · channel change inside one enterprise, not a move
- S•••••••• A••••••• L•• to T• A••••••••• I•••left Jul 26, 2017, registered Sep 6, 2017 (42 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address